Best Performing KiwiSaver Funds

FUND TYPE
FUND NAME
5YR AVERAGE
Conservative
Milford
Conservative
3.07%
Moderate
Generate
Moderate
4.22%
Balanced
Kiwi Wealth Balanced
6.32%
Growth
Milford Active Growth
9.76%
High Growth
Booster SRI High Growth
10.31%

*Past performance is not necessarily indicative of future performance.

*List is of the highest 5-year returns A-rated funds as per our Investment Selection Process. 

*All returns are after fees and tax (28% PIR) as of the quarter ended 31st December 2023.

*Source: National Capital Research February 2024

Is your KiwiSaver fund missing from the list?

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It's important to check the health of your KiwiSaver fund and understand its position within the market. Submit the form below to view a simple graphic report of your fund.

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A copy of our advisers' disclosure statement is available on request and free of charge. The views and opinions expressed in this newsletter are not intended to be a personalised service for an individual retail client. The views and opinions are general in nature and may not be relevant to an individual's circumstances. Before making any investment, insurance or other financial decisions, you should consult a professional financial adviser.